Sales improvement and Boosted customer engagement for client provides world-class service and innovative water treatment solutions

The client provides world-class service and innovative water treatment solutions for the last 80 years, from the simplest filtration system to complex industrial water solutions.

Salesforce, Sales Cloud: Price Book Automation, Auto-response, A Visualforce PDF Template. Field Service Lightning: Picklists, Integration with 3rd party systems.


The client was not satisfied with the standard functionality of adding sales quotas - monthly or quarterly sales goal that's assigned to a user or territory -and that’s why requested a solution to manage and configure lead's opportunities with the quote's custom development. Also, the client asked for a solution to improve field service processes. After communicating with business users, the Vimera team has suggested implementing Sales Cloud with customized solutions.


Based on the client’s business needs, sales processes were configured to track and manage opportunities and quotes in CRM.

The client raised the question of how to make prices more flexible. In this case, the Vimera team configured price book automation to let products exist with different associated prices in Salesforce.

To deliver improved loyalty to customers an auto-response solution was implemented. When a prospect leaves a request, a special email will be sent, such as “thank you for the message, your request has been submitted”.

The client’s idea was to implement a solution to create custom PDF development for quotes. A Visualforce PDF template, a user interface framework, was delivered.

Field Service Lightning solution optimization with picklists implementation. A widget that shows a list of selectable options was configured to facilitate and speed up data entry guiding field service agents in the right direction.

The Vimera team configured a field service lightning platform integration with 3rd party system to power integration with another business's app or web service.


Sales improvement
With the help of the web-to-lead form, the client collected more relevant data to manage it in Salesforce.

Boosted customer engagement
Boosted customer experience through multi-channel customer service solutions.

Reduced workload
The client obtained cost-effective tools to increase up-sales & cross-sales volume, and the budget for customer support expenses was also optimized due to provided automation.

Accelerated field service
The field service agents can close cases faster and therefore make customers happier.
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